See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,411 | $106,890-58.5% | $84,015-47.1% | $152,861-70.9% |
| Participation rate | 55.0% | 75.2%-20.2pp | 69.0%-14.0pp | 82.4%-27.4pp |
| Annual return | 21.46% | 104.99%-83.5pp | 71.31%-49.8pp | 345.32%-323.9pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,547 | $4,011-36.5% | $3,239-21.4% | $5,850-56.5% |
| Admin fee / account holder | $177 | $8,285-97.9% | $6,101-97.1% | $11,596-98.5% |